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On Wall Street
July 1, 2010
John Papadopulos
The Harsh Reality Of The 30-Year Retirement Many people just don't think about longevity risk and income planning, and some never even consider the risk that the money they save for retirement might not be enough to sustain them for the rest of their lives. mark for My Articles similar articles
Investment Advisor
September 2006
Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life. mark for My Articles similar articles
Investment Advisor
December 2006
The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations. mark for My Articles similar articles
The Motley Fool
April 19, 2007
Dan Caplinger
Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity. mark for My Articles similar articles
On Wall Street
January 1, 2011
Matthew Leung
The New State Of Social Security Less than one-third of clients know how much they will need to save to supplement social security benefits during retirement. Even fewer clients know what their spouse's Social Security benefits will be. mark for My Articles similar articles
Investment Advisor
April 2006
Melanie Waddell
Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world. mark for My Articles similar articles
On Wall Street
April 1, 2010
Five Questions with Robert Arena Bob Arena is well aware that baby boomers are juggling their own retirement needs against school expenses of children and living costs of parents and talks about how advisors can help their clients handle all these responsibilities. mark for My Articles similar articles
Investment Advisor
March 2007
How to Capture the Growing Retiree Market Financial planning has historically focused on helping people achieve major financial goals. But what about retirees, who, for the most part, have already achieved their goals and simply want to preserve their way of life? mark for My Articles similar articles
Investment Advisor
October 2008
Kara P. Stapleton
Legal Double Dipping What if you could tell a client that they can retire early and still get their full retirement benefits? Well, in fact, you can. mark for My Articles similar articles
The Motley Fool
November 16, 2004
David Braze
Work Can Reduce Your Social Security If you work after you've started receiving Social Security, you could lose some of your benefits. mark for My Articles similar articles
On Wall Street
October 1, 2008
Judith Schoolman
5 Questions with Jean Setzfand The director of financial security at AARP provides tips on safeguarding retirement income. mark for My Articles similar articles
Registered Rep.
September 18, 2012
Mark Miller
Advisors, plan sponsors falling short on Social Security advice Most Americans need help when it comes to understanding how to get the most out of their Social Security benefits. But a new study shows that financial advisors aren't very knowledgeable about the ins and outs of the program, either. mark for My Articles similar articles
Registered Rep.
June 1, 2012
Mark Miller
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. mark for My Articles similar articles
Financial Advisor
June 2006
Marla Brill
When It Pays To Delay Pulling the trigger on Social Security benefits before full retirement age, a course of action many financial advisors recommend, appears to be the rule rather than the exception in this country. But taking Social Security benefits early may not be best. mark for My Articles similar articles
On Wall Street
October 1, 2010
Letters Most people think that health care reform will solve many of the problems facing retirees and people about to retire. Nothing could be further from the truth. Financial advisors need to be prepared to talk about health care costs. mark for My Articles similar articles
On Wall Street
April 1, 2011
J. Graydon Coghlan
Retire Later, Collect More If your clients want to receive full Social Security benefits, it's important that they wait until their official retirement age. mark for My Articles similar articles
Registered Rep.
October 28, 2015
JP Morgan: Helping Advisors Help Clients Understand Retirement It's clear that smart retirement planning is at least equally complex as investing, and has a far greater impact on a client's ultimate financial life. mark for My Articles similar articles
Investment Advisor
July 2009
Savita Iyer-Ahrestani
Crisis Hits Middle-Class Retirees Hard In the last six months of 2008, the financial future of retirees and pre-retirees took a huge blow. mark for My Articles similar articles
AskMen.com
March 18, 2001
Luis Rodrigues
Start Planning For Your Retirement mark for My Articles similar articles
Financial Planning
August 1, 2007
Marshall Eckblad
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink. mark for My Articles similar articles
Investment Advisor
November 2006
Savita Iyer
Still Not Ready Although they might be confident in their savings for retirement, when it comes crunch time, many affluent retirees and pre-retirees find themselves ill equipped because they do not have an adequate retirement plan in place, according to a recent survey. mark for My Articles similar articles
Financial Advisor
September 2011
Mitch Anthony
The Retirement That Works II Work is becoming part of most 'retirements' to satisfy emotional, social and intellectual stimulation needs. mark for My Articles similar articles
Investment Advisor
May 2007
James J. Green
They Need to Stay Flexible When calculating the amount of income that a client will need in retirement, financial advisors need to look at many factors, not just longevity, to come up with an accurate amount. mark for My Articles similar articles
Registered Rep.
March 13, 2012
Jerry Gleeson
EBRI Study: Americans More Pessimistic About Retiring Well, Fewer Going To Advisors Saving for retirement, and using a financial advisor to provide help in planning for the golden years, are a low priority for American workers, an annual survey by the Employee Benefit Research Institute says today. mark for My Articles similar articles
Financial Planning
December 1, 2005
Kathy Gevlin
See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs. mark for My Articles similar articles
Investment Advisor
April 2007
James J. Green
News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc. mark for My Articles similar articles
On Wall Street
January 1, 2010
Matthew Leung
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged. mark for My Articles similar articles
The Motley Fool
February 9, 2011
Dan Caplinger
Make Social Security Work for You Removal of a useful provision will hurt smart retirees, but you can duplicate it yourself. mark for My Articles similar articles
On Wall Street
September 1, 2012
Frances A. McMorris
Editor's Letter: Wealth Management with a Personal Touch Things that financial advisors need to consider as baby boomers approach retirement. mark for My Articles similar articles
Financial Planning
July 1, 2009
Gail Buckner
An Old Friend One of the most important ways advisors can assist their clients in preparing for retirement is by helping them change their mind-set about Social Security. mark for My Articles similar articles
The Motley Fool
March 15, 2007
Mary Dalrymple
When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early. mark for My Articles similar articles
Financial Planning
June 1, 2007
Ilana Polyak
The Greatest Benefit Timing when clients claim Social Security can add flexibility and power to a retirement income plan. mark for My Articles similar articles
Financial Advisor
August 2007
Tracey Longo
What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril. mark for My Articles similar articles
Investment Advisor
January 2008
Kara P. Stapleton
FutureSelf Advice A survey that asked 500 respondents of all income levels to take a trip back in time and think about what advice they would give to their younger selves shows one in four participants would tell themselves to begin saving for retirement sooner. mark for My Articles similar articles
The Motley Fool
April 21, 2010
Robert Brokamp
4 Reasons to Delay Retirement Working just a few more years can put your retirement on a much stronger foundation. mark for My Articles similar articles
The Motley Fool
May 21, 2004
Roy Lewis
Pension Loan Breaks Tax law permits a few breaks on loan interest for those borrowing against their future. mark for My Articles similar articles
Investment Advisor
August 2008
Retirement News and Products Charles Schwab Trust Company has expanded its offering of target date collective trust funds for retirement plans to include the Schwab Indexed Retirement Trust Funds... A new study suggests allowing retirees to "test-drive" lifetime income... etc. mark for My Articles similar articles
Registered Rep.
November 1, 2004
Chris O'Leary
The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments. mark for My Articles similar articles
Financial Advisor
January 2012
Dan Moisand
Are Clients Ready To Retire? Money is important, but various studies offer surprising findings on what matters the most. mark for My Articles similar articles
Investment Advisor
April 2010
Olivia Mellan
Ariely on Retirement Planning A new guideline on how much money you'll need during retirement. mark for My Articles similar articles
Registered Rep.
June 26, 2015
Mark Miller
When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement. mark for My Articles similar articles
Registered Rep.
July 12, 2011
Mark Miller
About the Future of Those Social Security Benefits Although most agree Social Security benefits will be paid as projected for today's seniors and most boomers approaching retirement, many discount the projections for younger workers. mark for My Articles similar articles
Financial Advisor
July 2011
Jeff Schlegel
The Coming Retirement Wave Are Americans financially prepared for life after work? mark for My Articles similar articles
Investment Advisor
June 2006
Megan L.F. Robert
Retirement Planning: Retirement Advisor Profile Financial institutions are looking at retirement planning as a business opportunity and trying to see how it fits together with their overall business. mark for My Articles similar articles
Investment Advisor
June 2007
Kara P. Stapleton
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business. mark for My Articles similar articles
Investment Advisor
January 2007
Ivanova & Kahler
The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas. mark for My Articles similar articles
On Wall Street
December 1, 2012
Richard T. Mason
Changing the Retirement Readiness Game Employees are seeking financial guidance and increasingly looking to their employers as a resource for retirement planning. mark for My Articles similar articles
Financial Planning
January 1, 2007
Marshall Eckblad
5 Questions A short interview with Edmond Walters, CEO of eMoney Advisors, about new ways in which advisory firms are serving clients in retirement. mark for My Articles similar articles
The Motley Fool
June 5, 2006
Robert Brokamp
Retirement Tip: 4 Reasons to Wait Worried your portfolio won't last your entire retirement? There are powerful reasons to work just a few years more. mark for My Articles similar articles
The Motley Fool
March 15, 2005
Dayana Yochim
Comfy? Carefree? Sick and Tired? How you save for the future determines what kind of retiree you'll be. mark for My Articles similar articles